中金:維持中海油服(2883.HK)優於大市評級 目標價升至13港元
中金髮表研究報吿指,中國海洋石油(0883.HK)2021年資本支出計劃較2019年實際值上升13%-26%,超出中金和市場的預期,同時中海油還加大了中國近海的投入佔比,更加利好中海油服(2883.HK),上調中海油服A股目標價25%至20元人民幣、上調H股目標價37%至13港元,維持中海油服A/H股優於大市評級。
中金續指,疫情衝擊後,中海油服2021年有望回到上升通道,中國能源增儲上產的長期邏輯仍然穩健。

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